Collection Analysis with Tableau

G A B R I E L L E W I E RS M AH EA D O F CO L L EC T I ON D E V E LO PM EN T U N I VERS I T Y L I B R A R I ESU N I V ERS I T Y O F CO LO R A D O B O U L D E R

CO LO R A D O A L L I A N C E O F R ES EARCH L I B R A R I ESL I B R A RY A S S ES S M E N T WO R K S HOPN OV EM B ER 1 7 , 2 0 1 6

Collection Analysis-Challenges•Collecting and combining various data sources

◦ Integrated Library System (ILS)(.txt,.xls API, SQL)◦ Circulation statistics

◦ Expenditures

◦ fund codes

◦ COUNTER usage reports (.xls)

◦ Impact Factors (.xlsx)◦ Journal Citation Reports, Scimago (.txt, .xls)

◦ Collections Budget (.xls)

◦ INN-Reach data

◦ Interlibrary Loan Data

•Presenting quantitative data in a format that is easily understood

•Publishing data and findings; making data and analyses more accessible

Collection Analysis in Excel

What is Data Visualization?◦ Visual representation of abstract data to help:

◦ Explore: Identify trends and patterns in data

◦ Explain: Understand complex data more easily

Tableau Software-Data Visualization

Excel v. Tableau?

Excel Tableau

Combine multiple data sets Manually or using a formula like VLOOKUP

Link and create relationships between data sources

Updating data New version needs to be manually uploaded

Data sources can be refreshed

Filters, Slicers, Sort Yes Yes

Graphs, charts Yes Yes

Publishing/Distribution Static, interactive spreadsheets

Dynamic, interactive online dashboards

Tableau Software-Connecting DataIntegrate and analyze various data sources:

◦ Excel spreadsheets from Elements (faculty publication data)

◦ Excel spreadsheets containing library holdings (ILS data)◦ Better yet, connect directly to ILS data using PostgreSQL

database (Sierra DNA)

◦ Excel spreadsheets exported from citation databases such as Web of Science or Scopus

Tableau Dashboards for Collection Analysis

• Most Cited Journals by Journal Title

• Most Cited Journals by Department

• Journals with most articles by CU authors

• Top Publishers for books and journals

• Books by CU authors• Group by academic department

• Group by subject librarian

• Journals with high use, zero use

• Circulation of approval v. firm ordered books

Tableau Dashboards for Collection Analysis•Collections Budget• Track expenditures by fund, subject, format,

resource type

•Collection Statistics• Track collection growth

• Analyze usage statistics• Rate the performance of books within LC ranges, by

publisher, age

• EXZ Proxy and COUNTER reports for e-resource usage

•INN-Reach and Interlibrary Loan Data• What are we borrowing?

• In which areas are we borrowing more than we are purchasing?

• Does this indicate a gap in our collection?

Next Steps-Measuring our Impact•Combining collections data with different types of library data• Reference Questions

• Gate Counts

Partnering and sharing data with others on campus:◦ Faculty Affairs

◦ access to faculty information system and Elements gives us a list of all of our faculty’s publications, courses taught

◦ Institutional Research◦ Connect to demographic data about our users, particularly students to connect student

success with use of library resources

Questions?

Thank you!

Gabrielle Wiersma

Head of Collection Development

University Libraries

University of Colorado Boulder

gabrielle.wiersma@Colorado.edu